Graduate Program- Wealth Management (HK and China Market)

入職要求:

• 任何學科的本科或以上學歷
• 歡迎應屆畢業生/ IANG/ NOL/ 高才／優才／專才簽証
• 持有香港身份證或IANG簽證者
• 良好的粵語或普通話書寫和口語能力
• 喜歡與人溝通,願意學習新事物的人士

工作內容:

1. 為客戶提供專業的財務及金融建議

• 進行財務需求分析(Financial Needs Analysis)，評估客戶的當前財務狀況，以制定個人化的風險管理評估
• 為客戶提供全面的理財服務，包括日常風險管理、退休計劃、資產配置、投資計劃等
• 評估不同的金融產品和財務規劃產品，例如：投資組合、基金管理、強積金、國際資產等
• 審查和跟進客戶的財富管理事項、投資組合、理賠
• 風險分析和損失鑒定

2. 團隊管理

• 與團隊合作，開發不同的商業技巧和策略
• 為團隊的規劃和發展提供支援

福利待遇:

• 優厚待遇:基本工資+佣金(無上限)+Bonus
• 出席年度海外旅行和會議的機會
• 良好的晉升機會，升遷制度全靠個人表現，可以在短時間晉升資深級別
• 會議後可自己彈性安排工作時間，達致work-life balance
• 為期一個月的職業培訓計劃，設完善的培訓制度，讓新入職同事適應工作環境

Job Description:

1. Provide professional financial advice to clients

• Conduct Financial Needs Analysis (FNA) to assess clients' current financial situation and develop personalized Risk Management assessments/proposals
• Provide comprehensive financial services to clients, including daily Risk Management, Retirement and Saving Plannings, Asset Allocation, Investment Management, etc.
• Evaluate different financial products,such as Investment Portfolios, Fund Management, MPF, international assets, etc.
• Review and follow-up clients' Wealth Management issues, Investment Portfolios, claims

2. Team management

• Work with teams to develop different business strategies
• Support the development of the team

Benefits:

• Competitive package: Basic salary + Commission + Bonus
• Opportunities to attend overseas trips and conferences
• Good promotion mechanism - the promotion system is based on individual performance, you can be promoted to senior level in a short period of time
• Flexible working hours
• One-month vocational training program

Entry Requirements:

• University students in all disciplines
• Fresh Graduates and IANG are welcomed (No working experiences will also be considered)
• HK I.D. card holder or IANG Visa holder
• Good command of written and spoken Cantonese or Mandarin
• Candidates who like to communicate with others and willing to learn new things